Sheets Smith Wealth Management
$1.0B 13F equity value
425 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 72,716 | $50M | 5.0% |
| IVV | ISHARES TR | 56,870 | $43M | 4.3% |
| GOOG | ALPHABET INC | 94,155 | $33M | 3.3% |
| AVTM | AMERICAN CENTY ETF TR | 484,908 | $26M | 2.6% |
| KO | COCA COLA CO | 317,791 | $26M | 2.6% |
| SCHX | SCHWAB STRATEGIC TR | 724,506 | $21M | 2.1% |
| QQQ | INVESCO QQQ TR | 27,593 | $20M | 2.0% |
| AMZN | AMAZON COM INC | 83,872 | $20M | 2.0% |
| LLY | ELI LILLY & CO | 14,264 | $17M | 1.7% |
| SPYM | SPDR SERIES TRUST | 181,706 | $16M | 1.6% |
Track Sheets Smith Wealth Management's 13F portfolio: $1.0B in reported holdings, 425 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}